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Southeast Retirement Planners
Our mission is to provide you with an environment built on sound financial guidance that is structured around your individual goals and circumstances. Our commitment to your trust, confidence, and success will be pursued through continual education, good communication, strategic planning, diligence, and most importantly, personal integrity.
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 Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Southeast Retirement Planners, Inc. is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.

This message may contain confidential information and is intended for use only by the addressee(s) named on this transmission. 

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of GA, NC, SC and VA. No offers may be made or accepted from any resident outside the specific states referenced.

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